+15.2%
CNC vs AVTR
+3.6%
+11.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.9% | -5.5% | -4.1% |
| 7D | -1.0% | +7.4% | -8.4% | -2.5% |
| 30D | -1.8% | +12.2% | -14.0% | -4.2% |
| 3M | -0.7% | +57.4% | -58.1% | -10.6% |
| 6M | +47.9% | +86.7% | -38.7% | +27.8% |
| YTD | +56.9% | +33.1% | +23.9% | +45.1% |
| 1Y | +123.9% | +16.1% | +107.8% | +108.4% |
| 3Y | -1.3% | -24.6% | +23.3% | -0.3% |
| 5Y | +2.8% | -63.5% | +66.2% | +26.0% |
| All | +15.2% | +3.6% | +11.6% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AVTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling